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Mar 27, 2013
03/13
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josh brown and guy. >> i thought we had an educated audience. >> visa. victory. >> well, that's people that are not doing the work. all right? >> we'll see who ends up -- >> sore losers, man. >> every time. >> every time. >> you're going to tell me i'm not hungry to win? every day i'm hungry to win. >> poor tim-tim. to see the bracket of all the stocks in play in our "fast money madness" competition log on to fastmoney.cnbc.com. and remember you can get in the game by tweeting us, using the #fastmoneymadness. and there will never be any ties. why? >> because the audience is our fifth trader. each one of you's not one. you are collectively -- >> the conglomeration of the viewers. >> yeah, baby! >> still to come, cnbc's jane wells has the latest in geek fashion. jane? >> well, i don't actually have it because i was neither chic enough or geek enough, but thousands of other people are now lucky enough to soon pose as hipsters. that and what would you do to avoid paying the bills? we have got our priorities all screwed up. when we come back. [ indistinct sho
josh brown and guy. >> i thought we had an educated audience. >> visa. victory. >> well, that's people that are not doing the work. all right? >> we'll see who ends up -- >> sore losers, man. >> every time. >> every time. >> you're going to tell me i'm not hungry to win? every day i'm hungry to win. >> poor tim-tim. to see the bracket of all the stocks in play in our "fast money madness" competition log on to fastmoney.cnbc.com....
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Mar 13, 2013
03/13
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josh brown? who made the more compelling argument. >> be smart, josh. >> i've never -- i've never liked the stock, but i got to say that pete did a -- did a really solid job. and you can't be short with this thing. it seems every inflection point, just when i think the momentum has run out, they come out with a new deal. it's like they're timing it based on share price. it's eerie. i'd go with pete. >> send us a tweet @cnbcmoney. we'll have the results at the end of the show. >>> coming up on the half, what's the big money investing in now? dr. j with the details of a new billion-dollar bet. >>> and the midcap names, the rally has left behind. intrepid's mark travis is going to be just that with more than $1 billion under management. he'll tell you which stocks are readily to rally. [ male announcer ] you are a business pro. omnipotent of opportunity. you know how to mix business... with business. and you...rent from national. because only national letu choose any car in the aisle. full-size and
josh brown? who made the more compelling argument. >> be smart, josh. >> i've never -- i've never liked the stock, but i got to say that pete did a -- did a really solid job. and you can't be short with this thing. it seems every inflection point, just when i think the momentum has run out, they come out with a new deal. it's like they're timing it based on share price. it's eerie. i'd go with pete. >> send us a tweet @cnbcmoney. we'll have the results at the end of the show....
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Mar 14, 2013
03/13
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josh brown's our bear. mike the bull case with 90 -- minute and a half on the clock. 90 seconds. >> i like the g.e. story because it's a restructuring story. the company is selling off noncore assets like nbc universal. they're shrinking g.e. capital. they're selling out their real estate assets which are actually getting a better price for given the elevation in real estate. and they're focusing more on industrial. their industrial business, 20% is energy which is starting to see secular tailwinds. and infrastructure is what they do best. and i think that is a multiple enhancing event. in addition, margins are stabilized and poised to go higher. >> i don't hate it, let me start there. here's the problem -- you can only own so many stocks. there's no reason to think at all that, a, this rally should continue or, b, it should outperform the. you're almost better off with a basket from g.e. all the things stephanie says are true. however, this is already discounting a lot of that. it's an 18 multiple. the dow
josh brown's our bear. mike the bull case with 90 -- minute and a half on the clock. 90 seconds. >> i like the g.e. story because it's a restructuring story. the company is selling off noncore assets like nbc universal. they're shrinking g.e. capital. they're selling out their real estate assets which are actually getting a better price for given the elevation in real estate. and they're focusing more on industrial. their industrial business, 20% is energy which is starting to see secular...
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Mar 26, 2013
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. >> josh brown, top trade? >> i like pfizer. i've been very bullish. another multiyear high in the health sector. this is a name gaining within that sector. i think $30 and higher is literally around the corner. i can't imagine any other pharma name i'd rather be in right now. >> the s&p 500 may be less than two points away, i should say fewer than two points away from its record close. alison dean is sounding the alarm on this rally. she has more than 25 years of investment management. >> alison started at age i just want to make sure. age 1. go ahead, alison. >> you say there's some headwinds that could be facing us. i feel like so many strategists come on and say there's head winds. i started my career around the '87 crash, and so many people were out of the market crash, and so many was chase rallies. post-2000, i'm seeing almost the same behavior post-'87. it's not as bad as people thought. people are getting into the market. i think they're panicking in to some degree. >> when you say pause, what kind of pause are we talking about? a 10% pause? >
. >> josh brown, top trade? >> i like pfizer. i've been very bullish. another multiyear high in the health sector. this is a name gaining within that sector. i think $30 and higher is literally around the corner. i can't imagine any other pharma name i'd rather be in right now. >> the s&p 500 may be less than two points away, i should say fewer than two points away from its record close. alison dean is sounding the alarm on this rally. she has more than 25 years of...
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Mar 21, 2013
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josh brown? >> well, i guess i'm not sure if i totally disagree with you, but i just wanted to get a better explanation, so your thesis hinges on the fact that right now people think ali baba is only worth 4 or 5 bucks and you're saying it could be 10, and you derive that by looking at other chinese text stocks and the kinds of multiples that they garner, and i know ali baba is one of the best of the groups, so a lot of your thesis then is predicated on, number one, japan staying strong and then, number two, chinese text stock valuations maintaining the -- the levels they have. so you kind of have to be bullish on china then, correct? >> well, look, i think right now the average multiple over there is something for the more mature companies, around 15 times earnings, so it's not any type of stratospheric multiple. we're using comps like ten cents or what not. 20 times earnings for 50% earnings growth over the next three years is not a crazy valuation. it's a .4 peg if you want versus a peer at .7
josh brown? >> well, i guess i'm not sure if i totally disagree with you, but i just wanted to get a better explanation, so your thesis hinges on the fact that right now people think ali baba is only worth 4 or 5 bucks and you're saying it could be 10, and you derive that by looking at other chinese text stocks and the kinds of multiples that they garner, and i know ali baba is one of the best of the groups, so a lot of your thesis then is predicated on, number one, japan staying strong...
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Mar 8, 2013
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josh brown? >> yeah, no, this thing is a legitimate breakout north of 14. the positives here is that they pushed out bond mature its long enough to buy the company time. it is a cyclical business. i think it is benefiting from the overall data and the only negative here is getting back to the debt. a huge debt load and very competitive industry in five of their six geographies. they really have to fight the dog fight. so i would trade it. i don't think i would want to be an investor. >> joe we talked about sears today. we talked about j .j. about jc penney today, ma macy's today, we will talk about target. >> earl i think that will take control and take it higher. >> i think you have to sell because when you look at valuationes it is scary at this level. >> we will come back from a quick break. final results on trades. [ kitt ] you know what's impressive? a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, what it's carrying, while using less fuel. delivering whatever the world needs, whe
josh brown? >> yeah, no, this thing is a legitimate breakout north of 14. the positives here is that they pushed out bond mature its long enough to buy the company time. it is a cyclical business. i think it is benefiting from the overall data and the only negative here is getting back to the debt. a huge debt load and very competitive industry in five of their six geographies. they really have to fight the dog fight. so i would trade it. i don't think i would want to be an investor....
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Mar 28, 2013
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we are tracking this with steve liesman, josh brown, josh, what's the best set up for the quart her? >> let's look at where we are relative to the s&p 500 has been health care by a long shot, secondarily, utilities is in the top five and consumer staples, that's not necessarily what you want to see at all-time highs. so i think it will be critical, that technology gets off the map and we see some kind of input here for materials to the upside. we need that rotation to happen for bulls to feel truly comfortable that something truly bigger is at play than just kissing that historic high. >> wise, the non-traditional rallies are the ones we're working right now. what's going to happen as we enter the second quart her? >> in the second quarter we'll have more uncertainty because of europe. so we'll have to take a look at europe to see if their are bottomed out or if they are going to continue to decline. we've gotten good news out of germany and that's the most important news we can get. we got some troubling news out of china in terms of tighter property controls, doing away with the ba
we are tracking this with steve liesman, josh brown, josh, what's the best set up for the quart her? >> let's look at where we are relative to the s&p 500 has been health care by a long shot, secondarily, utilities is in the top five and consumer staples, that's not necessarily what you want to see at all-time highs. so i think it will be critical, that technology gets off the map and we see some kind of input here for materials to the upside. we need that rotation to happen for bulls...
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Mar 19, 2013
03/13
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josh brown is our baby 90 seconds on the clock. baker, make your case. >> it's a great, great story. it continues to be the way to play the u.s. economy on good growth and also ecommerce, ecommerce growing, also. had a hiccup the last time. it had seven consecutive earnings of increasing growth. it had this big restructure affect going on. so it took a trip over there. we'll recover. oil prices are coming down, so in terms of costs looking good. it's eating the lunch of u.p.s. u.p.s. is trading much higher in terms of valuation. and their operations are 70% more effective. it's a great way to play it. usfx, fedex. >> yeah, no. i disagree with almost all of that. other than -- other than they've made substantial inroads into u.p.s. let me walk you through -- first of all, the trade has been made. stock is up 13% year to date, 25% since thanksgiving, and quite frankly, almost all of the steam in this name is because of cost cutting. there's a limit to how much of that you can do. 25% of the business is international. slowing growth o
josh brown is our baby 90 seconds on the clock. baker, make your case. >> it's a great, great story. it continues to be the way to play the u.s. economy on good growth and also ecommerce, ecommerce growing, also. had a hiccup the last time. it had seven consecutive earnings of increasing growth. it had this big restructure affect going on. so it took a trip over there. we'll recover. oil prices are coming down, so in terms of costs looking good. it's eating the lunch of u.p.s. u.p.s. is...
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Mar 12, 2013
03/13
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josh brown and dan nathan go toe to toe in a good old-fashioned street fight. later on cnbc, "the kudlow report," house budget committee chairman paul ryan joins larry kudlow hours after unveiling the gop budget outline. it all starts 7:00 p.m. eastern time. meantime, more "fast" straight ahead. a confident retirement. those dreams have taken a beating lately. but no way we're going to let them die. ♪ ameriprise advisors can help keep your dreams alive like they helped millions of others. by listening. planning. working one on one. that's what ameriprise financial does. and that's what they can do with you. that's how ameriprise puts more within reach. ♪ sales event has begun. ♪ featuring the powerful gs. ♪ just when you thought you had experienced performance a new ride comes along and changes everything. ♪ get great values on your favorite lexus models during the command performance sales event. this is the pursuit of perfection. during the command performance sales event. today is gonna be an important day for us. you ready? we wanna be our brother
josh brown and dan nathan go toe to toe in a good old-fashioned street fight. later on cnbc, "the kudlow report," house budget committee chairman paul ryan joins larry kudlow hours after unveiling the gop budget outline. it all starts 7:00 p.m. eastern time. meantime, more "fast" straight ahead. a confident retirement. those dreams have taken a beating lately. but no way we're going to let them die. ♪ ameriprise advisors can help keep your dreams alive like they helped...
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Mar 7, 2013
03/13
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. >> josh brown? >> i still think lowe's will take out the $40 and get going. hasn't happened yet. >> mike murphy? >> hertz, a great set up here. announcing selling 60 million shares from one of the firms that open the company. the stock opened lower. rallied off that news. and i think hertz is prime to move into the mid 20s here. can you own the name here. >> guy we guys, that does it fo. follow me on twitter. facebook headlines are coming momentarily. "power lunch" will have them, right now. >>> and scott wapner will be delivering those headlines when they break. we had that breaking news, as facebook announces something. something. there are many reports it has do with a redesign of the program. to permit more advertising. mark zuckerberg, boy wonder there, may be speaking during the event. if he does, we will take it live. there is the stock at 28 .29, up 3% alone. another breaking story, another day, another record for the dow. sue is at nyse. hey, sue. >> indeed, ty, you're right. three days, three records. banks and financials big factor in the move toda
. >> josh brown? >> i still think lowe's will take out the $40 and get going. hasn't happened yet. >> mike murphy? >> hertz, a great set up here. announcing selling 60 million shares from one of the firms that open the company. the stock opened lower. rallied off that news. and i think hertz is prime to move into the mid 20s here. can you own the name here. >> guy we guys, that does it fo. follow me on twitter. facebook headlines are coming momentarily. "power...
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Mar 12, 2013
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. >> josh brown. >> i really like pfizer. i think she heads over 30. >> dan. >> for all you guys looking to pick bottoms in apple beware of sticky fingers. >> karen. >> in the retail space i still like foot locker. >> guy. >> that's gross. newmont mine hg a reverse the other day. i think nem goes higher. >> i'm melissa lee. thanks so much for watching. see you tomorrow 9:00 a.m. for "squawk on the street." back at 5:00 for "fast money." meantime, don't go anywhere. "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. >> you need to get in the game! >> they're going to go out of business and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. >> "mad money." you can't afford to miss it! hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. just trying to save you money. my job is not just to entertain you but to educate you so call me 1-800-743-cnbc. let the would tip capitulators here be wrong. th
. >> josh brown. >> i really like pfizer. i think she heads over 30. >> dan. >> for all you guys looking to pick bottoms in apple beware of sticky fingers. >> karen. >> in the retail space i still like foot locker. >> guy. >> that's gross. newmont mine hg a reverse the other day. i think nem goes higher. >> i'm melissa lee. thanks so much for watching. see you tomorrow 9:00 a.m. for "squawk on the street." back at 5:00 for...
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Mar 12, 2013
03/13
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josh brown of the reformed broker blog predicts intrade or something like it, though, will resurface sometimes soon, and if you want to bet on the pope, everybody, go to paddypower.com, and you can bet there. >>> it has been 585 days since the u.s. lots its top credit rating. what are we doing to get it back? the dow and s&p have gone up for seven trading days in a rowe. the s&p, less than ten points away from an all-time high and the dow hit another one today. >>> now our fourth story "outfront," inside the mind of an accused mass murderer. james holmes, the man accused of killing 12 people inside a colorado movie theater last summer. he's expected to enter his plea tomorrow morning. speculation is mounting that holmes will use the insanity defense that could keep him out of prison. ted rowlands is "outfront." >> reporter: james holmes' life will be very different if he spends it in a mental institution instead of prison. john hinckley avoided prison and has spent the last 30 plus years at st. elizabeth's hospital in washington, d.c. hinckley has privileges he wouldn't get in prison
josh brown of the reformed broker blog predicts intrade or something like it, though, will resurface sometimes soon, and if you want to bet on the pope, everybody, go to paddypower.com, and you can bet there. >>> it has been 585 days since the u.s. lots its top credit rating. what are we doing to get it back? the dow and s&p have gone up for seven trading days in a rowe. the s&p, less than ten points away from an all-time high and the dow hit another one today. >>> now...
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Mar 27, 2013
03/13
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. >> they're fast according to josh brown. i'm melissa lee. thanks for watching. see you tomorrow for "squawk on the street" and 5:00 p.m. for more "fast." don't go anywhere. "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. you need to get in the game. go out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere -- "mad money," you can't afford to miss it. hey, i'm cramer. welcome "mad money," welcome to cramerica. other people want to make friends, i'm trying to save you some money. my job is not just to entertain you but i'm trying to teach and educate. so call me at 1-800-743-cnbc. we are not the world. ♪ we are not europe's children. we're the ones who make a brighter day, so let's start buying! all right. how can you not think of that classic? right, that classic song when you dissect this market with the dow only dropping 33 points, s&p edging just so slightly .06%, nasdaq actually advancing .12% despite hideous action in europe. action that will only get w
. >> they're fast according to josh brown. i'm melissa lee. thanks for watching. see you tomorrow for "squawk on the street" and 5:00 p.m. for more "fast." don't go anywhere. "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. you need to get in the game. go out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere -- "mad money," you can't...
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Mar 20, 2013
03/13
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josh brown, in terms of where we are in this bull market, looking to what's working now and what's working less, than at the beginning of this? >> i think the real key here is that a lot of the rally we've had has been driven by an expansion of p.e. multiple. in fact, this is probably one of the biggest p.e. expansion multiple rallies. and so what's come along with that is the fact that we're looking at things like housing, that actually make sentiment better, make people feel better. since the bottom in 2009, we've seen $1.5 trillion in household wealth, come back because of housing. last year, the stock market generated 400,000 new millionaire households. we're back to about 9 million millionaire households. so you can say it's the feds, the fed, the fed. but at the same time, wealth is increasing. and the game right now is to say, what is going to jar investor faith and confidence? what is going to force p.e. multiples to contract? and frankly, it could happen out of the blue, but it hasn't happened yet. and we do have actual improvement in some pretty key areas in the economy, construc
josh brown, in terms of where we are in this bull market, looking to what's working now and what's working less, than at the beginning of this? >> i think the real key here is that a lot of the rally we've had has been driven by an expansion of p.e. multiple. in fact, this is probably one of the biggest p.e. expansion multiple rallies. and so what's come along with that is the fact that we're looking at things like housing, that actually make sentiment better, make people feel better....